He holds designation as a Certified Financial Planner
"If the money is being used to pay down credit cards or buy a car, then think twice about doing it at all," says Monica Dwyer, a certified financial planner
in West Chester, Ohio.
Only 23% of Certified financial planners
are women, and that percentage has not budged in more than a decade.
Danielle Gates has worked in the financial services industry for over 17 years, and achieved her Certified Financial Planner
designation in 2004.
Karen Eddy, a certified financial planner
with Eddy Financial Planning, San Diego, notes that she has referred clients to geriatric care managers.
"You can have all the things you want, just not all at the same time," says Kailie Abascal, a certified financial planner
in Vancouver, Washington.
Going home after a stay in a hospital or a rehabilitation clinic is a possibility, says Kevin Gahagan, a certified financial planner
with Mosaic Financial Partners Inc., San Francisco, but that can be quite expensive.
* OVER 23,000 INDIVIDUALS hold the certified financial planner
(CFP) designation granted by the International Board of Standards and Practices for Certified Financial Planners
The mission of Certified Financial Planner
Board of Standards, Inc.
Workers in their 30s don't think the balance in their accounts is a lot of money, but even if it is $10,000, with compounding, it adds up, says Jeffrey Golden, a certified financial planner
with Circle Advisers, New York.
By entering, you get the chance to win $2,000, an introductory session with a certified financial planner
, and a chance to be featured in BE.
The report found that more than one-third of affluent investors now consider using an independent adviser, such as a registered investment adviser or a certified financial planner
, Cochran said.